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Aletheian Wealth Advisors LLC: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on PFF, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 123,636 PFF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,636 shares
    Change vs previous 13F +11,816 shares

    1.46% of the 13F portfolio, value $3,647,271.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,820 shares
    Change vs previous 13F +11,448 shares

    1.46% of the 13F portfolio, value $3,409,381.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 100,372 shares
    Change vs previous 13F -4,545 shares

    1.48% of the 13F portfolio, value $3,043,291.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,917 shares
    Change vs previous 13F +4,722 shares

    1.54% of the 13F portfolio, value $3,317,473.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,195 shares
    Change vs previous 13F +6,776 shares

    1.51% of the 13F portfolio, value $3,073,990.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,419 shares
    Change vs previous 13F +7,277 shares

    1.61% of the 13F portfolio, value $2,870,761.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,142 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,708,312.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).